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14 July, 2022 |
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Latest News |
Money Management Original | The challenge to meet ethics requirements | Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet the requirements. |
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Money Management Original | Netwealth’s CEOs among highest paid on ASX 200 | Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a combined $25.8 in the last financial year. |
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Sponsored Content | Advisers should treat exotic ETFs with caution | A low-cost, diversified core portfolio with only a few exciting satellite ETFs may be the best way for advisers to help clients build wealth without taking on too much risk. |
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Industry News | Aussie ETFs see significant quarterly inflow growth | Inflows to Australian equity exchange traded funds rose 57% quarter-on-quarter to $1.7 billion in Q2, according to Vanguard, as investors sought familiar domestic names in an uncertain market environment. |
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Money Management Original | Magellan closes FuturePay strategy | Magellan has terminated its retirement income-focused FuturePay strategy, effective from 20 July, just over a year after launching it. |
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Industry News | Forager seeks answers in Musk/Twitter deal | Twitter’s actions in holding Elon Musk to account “cannot be faulted”, according to Forager, which holds exposure to the stock in its International Shares fund. |
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Industry News | Australian equities survive bear market | Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia, according to Calastone. |
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Expert Analysis |
Money Management Original | Being wary on high yield and private debt | Paul Strano writes how the global rising rate environment will affect yields offered by Australian fixed income assets and which areas investors could consider. |
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Toolbox |
Money Management Original | Grandfathered or Deemed? | Anna Mirzoyan examines how grandfathering affects income support payments and how factors such as paying for aged care can impact them. |
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